Demand for retirement advice has increased

Demand for retirement advice has increased because of the current economic situation and future changes to the funding of social care, according to a new report.

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3 in 4 advisers fail to evidence Financial Planning value

The vast majority of financial advisers focus too much on portfolio performance and fail to evidence to clients the value of their advice, a new study suggests.

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Planners holding back on recruitment amid turmoil

Financial Planning firms have cut back on recruitment and growth plans as they reassess ambitions for 2022 due to the cost-of-living crisis, according to a new report.

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Planner adoption of new tech stalls

Financial Planner’s interest in making changes to their technology stack has stalled, according to a new report.

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